Wealthfront’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$1.52M Sell
2018
Q2
$1.7M Sell
2018
Q1
$1.63M Buy
2017
Q4
$1.26M Buy
2017
Q3
$1.11M Buy
2017
Q2
$992K Buy
2017
Q1
$781K Buy
2016
Q4
$599K Sell
2016
Q3
$767K Buy
2016
Q2
$617K Buy